A Mental Model for How Institutions Allocate Into Digital Asset Infrastructure

​Wall Street is allocating into digital asset infrastructure. The harder question is where the value accrues.

​In this masterclass, Brendan Ma, Head of Investment Strategy at the Arbitrum Foundation, gives institutional allocators a mental model for treating this infrastructure as an asset class: the scale of the opportunity as tokenised funds, equities and stablecoin settlement move onchain, the structural reasons capital concentrates at the infrastructure layer, and the investment case for how value accrues there over time. Attendees leave with a framework they can apply to their own allocation decisions.

​Please note that access to the masterclass is available exclusively to Connector Pass holders and above, with entry granted on an RSVP-only basis and subject to capacity.